2023 Form 5500 filing — Evans Bank, N.A. Employees Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007123156NAL0015164305002) for Evans Bank, N.A. Employees Savings Plan, reported by Evans Bank, N.A. under EIN 16-0426523 and plan number 002. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123156NAL0015164305002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evans Bank, N.A.
- EIN
- 16-0426523
- Plan number
- 002
- Location
- Williamsville, NY
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,064,920
- Net assets (EOY)
- $38,064,920
- Employer contributions
- $1,393,409
- Participant contributions
- $2,295,818
- Total income / additions
- $9,635,080
- Benefits paid
- $3,198,300
- Administrative expenses
- $83,830
- Total expenses
- $3,282,130
- Net increase / (decrease)
- $6,352,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $50,295 | not reported in the loaded dataset |
| Cbiz Investment Advisory Servi | NONE | $33,534 | not reported in the loaded dataset |